Moving documents to diligence | DealCentre AI

Deal team members and seller administrators with advanced privileges can move documents to diligence. Documents won't be visible to users with access until the deal is live. When you move documents to Diligence, you decide their initial access level:

• No access - users cannot view the document
• Inherit destination folder permissions - documents get the same permissions as the destination folder

Note: The inherit option only appears if at least one buyer group exists, and you are moving nested items and not root-level files or folders. In case there are no buyer groups or if a root-level file or folder is being pushed, the root-level item will default to No access permission.

1. Click the DealCentre AI icon in the upper left corner of the screen to display the deals list.
2. Select the deal you want.
3. Click the Preparation icon on the left side of the screen. The Documents tab should be displayed.
4. Select the files and folders that you want to move to diligence.
5. Click Push to Diligence.
6. In the Initial access for files field, select whether the files/folder permission will be
   • No access, or
   • Inherit destination folder permissions
7. (Optional.) If you selected inherit permissions, you can notify buyers:
   • Click Notify buyers.
8. Click Push.

Replace documents in Diligence area

Deal team members can replace documents in the Diligence area. 

Note: When you replace a document in Diligence area, the file is also replaced in Preparation area with the original permissions. The replaced file cannot be retrieved.

1. Click the DealCentre AI icon in the upper left corner of the screen to display the deals list.
2. Select the deal you want.
3. Click the Diligence icon on the left side of the screen. The Documents tab should be displayed.
4. Click the three dots menu in the Actions column of the document and select Replace. 
5. Click Select File.
6. Select the file with which you want to replace the existing file and click Open. 
7. Click Replace. 

Deal team members or sellers can rename documents multiple documents and folders at once using an Excel spreadsheet template. You can rename up to 20k items at once.

Prepare your bulk rename template

1. Click the DealCentre AI icon in the upper left corner of the screen to display the deals list.
2. Select the deal you want.
3. Click the Diligence icon on the left side of the screen. The Documents tab should be displayed.
4. Click the three dots menu at the top-right of the screen and select Rename Documents & Folders.
5. Click documents template.
6. Open the template and update values in the New Name (After Changes) column only.
7. Save the file in .xlsx or .xls format.

Import the rename file

1. Click the DealCentre AI icon in the upper left corner of the screen to display the deals list.
2. Select the deal you want.
3. Click the Diligence icon on the left side of the screen. The Documents tab should be displayed.
4. Click the three dots menu at the top-right of the screen and select Rename Documents & Folders.
5. Click Upload Template.
6. Select your updated bulk rename template from your device and click Open.
7. Review the updated names in the list.
8. (Optional.) Edit names directly or remove items you do not want to rename.
9. Click Rename.

View folder and document properties

You can see file and folder details before acting on a deal. With the document properties panel, you can view details to track changes, identify who added or modified content, and manage storage based on file size and type.

The following details are shown in the document properties panel on the right side of the screen:

• If you selected a folder, you see: Folder ID, Folder Location, Added By, Added On, Last Modified By, and Modified On.
• If you selected a document, you see: Size (KB), File Type, Document ID, Folder Location, Added By, Added On, Last Modified By, and Modified On.

1. Click the DealCentre AI icon in the upper left corner of the screen to display the deals list.
2. Select the deal you want.
3. Click the Preparation icon or the Diligence icon on the left side of the screen.
4. Click the three dots menu in the Actions column of the document or the folder.
5. Select Document Properties.

Depending upon the nature of your deal, you may want to show (or hide) the Modified On column when buyers view the documents list. This column is hidden by default when you create a deal but deal team members can change this setting anytime. The date in the Modified On column is updated whenever documents are moved to the diligence area, renamed, redacted or replaced.

1. Click the DealCentre AI icon in the upper left corner of the screen to display the deals list.
2. Select the deal you want.
3. Click the Settings icon on the left side of the screen.
4. Click Documents.
5. Toggle Make Latest File Modification Dates Visible to Buyers on or off.
   • On - buyers see the Modified On column
   • Off - buyers do not see the Modified On column